Reply Updates: Improved CRM Integrations and More

The new Pipedrive integration (Beta)

We know how important it is to have a reliable CRM integration for our customers. That’s why we’re happy to introduce our new Pipedrive integration (currently available in Beta) to you.

With the new bidirectional Pipedrive integration, you will be able to:

• Map default and custom fields in Reply and Pipedrive
• Set up filtering rules
• Sync contacts from Reply to Pipedrive and assign them to team members
• Enable triggers for a set of events in Reply that will result in actions with deals (not just contacts) on the Pipedrive side

This means you can set up integration steps between Reply and Pipedrive that allow custom and default field mapping and filtering rules, enable triggers for a set of events that will result in actions on the Pipedrive side, etc.

To put this into perspective, here are some practical use cases you can implement right away:

1. Sync only unbounced contacts from Reply to Pipedrive. Simply create the corresponding filter on the People page, select the filter in the integration step, and launch the sync.

2. Task Completed — Record activity for the person. To do that, enable the corresponding trigger by switching on the toggle and select the required action in the drop-down list on the right.

3. Linked Clicked — Create the deal and record activity for the deal. In this case, enable the Link Clicked trigger by switching on the toggle. Select the pipeline from the drop-down list of available ones (for Create a deal) and select an action from the drop-down list of available ones (for Record activity for the deal).

4. Move the deal to the next stage when the inbox category is set as Interested. Enable the “Inbox category set: Interested” trigger by switching on the toggle and select the action from the drop-down list of available ones.

Learn more about the new Pipedrive integration.

Sync email step in HubSpot

HubSpot is another important CRM integration we’ve been refining lately. With this update, our users get the full overview of the email activities carried out in Reply right in their HubSpot accounts.

Reply uses predefined field mappings for this type of synchronization:

• Task name in Reply – Manual email or Automatic email in HubSpot
• Contact in Reply – Contacted in HubSpot
• Date & time of completion in Reply – Date and time in HubSpot
• Sequence name in Reply (if there is) – Description in HubSpot
• Subject line in Reply – Description in HubSpot
• Email text in Reply – Description in HubSpot
• Task assignee in Reply – Logged by in HubSpot

Here is what logged emails look like in HubSpot:

As a result, you will be able to see whether it’s an outbound or inbound email as well as the sequence name and step from which the email was sent, if available.

Explore other capabilities in our HubSpot integration here.

Other noteworthy updates

Wrapping up, there’s one more important update we’d like to highlight here — Link clicks and A/B testing statistics in Reports.

Now, you can track prospect engagement with the amount of clicks in each one of your email steps right from the sequence Reports page.

We’ve also slightly changed the A/B testing stats view by adding the corresponding letter to every email variant to make it easier to make sense of the results.

Hope you enjoy the newly added features and updates! Be sure to take them for a spin and let us know what you think.

Stay tuned for more exciting news (including some long-anticipated features like Social media automation that is currently in the works).